Achmea Investment Management’s Bank of Montreal BMO Stock Holding History

Achmea Investment Management’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,753	Closed	-$791K	–	508
2023 Q2	$791K	Buy	8,753 +756	+9%	+$66.8K	0.02%	451
2023 Q1	$712K	Sell	7,997 -39,725	-83%	-$3.77M	0.02%	424
2022 Q4	$4.05M	Sell	47,722 -32,514	-41%	-$3.01M	0.14%	188
2022 Q3	$7.07M	Sell	80,236 -19,541	-20%	-$1.89M	0.25%	100
2022 Q2	$9.57M	Sell	99,777 -26,074	-21%	-$2.77M	0.31%	73
2022 Q1	$14.8M	Buy	125,851 +6,774	+6%	+$785K	0.39%	53
2021 Q4	$12.8M	Buy	+119,077	New	+$12.8M	0.61%	31

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Achmea Investment Management's BMO Position: Q3 2023 in Review

Achmea Investment Management sold out of Bank of Montreal (BMO) in Q3 2023, closing a stake of 8,753 shares — an estimated $791K sold.

Achmea Investment Management first reported a position in BMO in Q4 2021 and held it in 7 quarters. The position peaked at $14.8M in Q1 2022. 455 funds tracked by Wall St. Rank hold BMO as of Q3 2023.

Achmea Investment Management reported no remaining Bank of Montreal position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 8,753 Bank of Montreal shares in Q3 2023, an estimated $791K.
Achmea Investment Management first reported a position in Bank of Montreal in Q4 2021 and held it in 7 quarters.
Achmea Investment Management's Bank of Montreal position peaked at $14.8M in Q1 2022.
455 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.